← All themes

Infrastructure & Construction

Infrastructure covers the roads, bridges, ports, pipes, and public buildings everything else runs on, funded in long political cycles rather than by the market. Aggregates, cement, and engineering capacity are the usual constraints.

127 stocks

Green Building

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
401	Gulf International Bank (UK) London, United Kingdom	$40.4M	-$18.9M	8	0.8%	Reduced
402	TCM Tributary Capital Management Omaha, Nebraska	$40.3M	+$478K	6	3.7%	Increased
403	Ariel Investments Chicago, Illinois	$39.9M	+$6.74M	1	0.56%	Increased
404	SAM Shell Asset Management The Hague, Netherlands	$39.8M	-$3.38M	24	0.99%	Reduced
405	DCM Dupont Capital Management Wilmington, Delaware	$39.7M	+$2.43M	15	0.97%	Increased
406	SPI Santori & Peters Inc Canonsburg, Pennsylvania	$39.6M	+$309K	2	35.23%	Increased
407	M&T Bank Buffalo, New York	$39.4M	-$4.31M	14	0.23%	Reduced
408	Disciplined Growth Investors Minneapolis, Minnesota	$39.3M	-$3.4M	1	0.81%	Reduced
409	FG Formula Growth Montreal, Quebec, Canada	$39.3M	-$6.28M	5	6.47%	Reduced
410	JGUA John G. Ullman & Associates Corning, New York	$39.3M	+$9.46M	6	7.92%	Increased
411	Clark Capital Management Group Philadelphia, Pennsylvania	$39M	-$7.67M	5	1.05%	Reduced
412	Edmond de Rothschild Holding Chambesy, Switzerland	$38.9M	+$7.97M	15	1.37%	Increased
413	SC Skylands Capital Milwaukee, Wisconsin	$38.9M	+$10.7M	6	6.39%	Increased
414	Menora Mivtachim Holdings Ramat Gan, Israel	$38.8M	+$7.48M	1	1.12%	Increased
415	SIM Sadoff Investment Management Milwaukee, Wisconsin	$38.1M	-$18.9M	1	3.73%	Reduced
416	AI Atom Investors Austin, Texas	$38.1M	+$42.7M	14	3.75%	New
417	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$38M	-$2.52M	5	2.83%	Reduced
418	SAM Scopus Asset Management New York	$37.6M	-$126M	5	2.45%	Reduced
419	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$37.4M	-$2.5M	20	0.42%	Reduced
420	TA Teton Advisors Rye, New York	$36.9M	-$71.7K	10	4.03%	Reduced
421	BGI BlueDrive Global Investors London, United Kingdom	$36.5M	+$2.3M	1	11.22%	Increased
422	NCGI Next Century Growth Investors Plymouth, Minnesota	$36.5M	-$23.3M	8	5.19%	Reduced
423	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$36.5M	+$158K	4	2.59%	Increased
424	State of Alaska Department of Revenue Juneau, Alaska	$36.4M	+$1.19M	26	0.7%	Increased
425	PM Pembroke Management Montreal, Quebec, Canada	$36.4M	-$8.46M	3	4.97%	Reduced